JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,879 shares; 2024Q4: 237,985 shares; 2025Q1: 229,086 shares; 2025Q2: 228,538 shares; 2025Q3: 228,345 shares; 2025Q4: 227,923 shares; 2026Q1: 233,617 shares; 2026Q2: 234,032 shares 234,032 $32.2M 16.26% +415 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,223 shares; 2024Q4: 128,948 shares; 2025Q1: 129,346 shares; 2025Q2: 129,883 shares; 2025Q3: 131,372 shares; 2025Q4: 130,630 shares; 2026Q1: 130,801 shares; 2026Q2: 132,499 shares 132,499 $15M 7.57% +1,698 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,675 shares; 2024Q4: 9,633 shares; 2025Q1: 9,643 shares; 2025Q2: 146,574 shares; 2025Q3: 147,284 shares; 2025Q4: 147,126 shares; 2026Q1: 147,028 shares; 2026Q2: 147,177 shares 147,177 $13.6M 6.84% +149 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,356 shares; 2024Q4: 33,661 shares; 2025Q1: 33,428 shares; 2025Q2: 33,627 shares; 2025Q3: 33,546 shares; 2025Q4: 33,711 shares; 2026Q1: 33,793 shares; 2026Q2: 33,661 shares 33,661 $6.74M 3.4% -132 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,605 shares; 2024Q4: 58,491 shares; 2025Q1: 65,221 shares; 2025Q2: 71,432 shares; 2025Q3: 77,525 shares; 2025Q4: 78,131 shares; 2026Q1: 79,642 shares; 2026Q2: 80,745 shares 80,745 $6.15M 3.1% +1,103 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,560 shares; 2024Q4: 22,605 shares; 2025Q1: 22,684 shares; 2025Q2: 22,663 shares; 2025Q3: 22,814 shares; 2025Q4: 22,960 shares; 2026Q1: 20,726 shares; 2026Q2: 20,769 shares 20,769 $6.01M 3.03% +43 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,065 shares; 2024Q4: 84,413 shares; 2025Q1: 83,157 shares; 2025Q2: 83,453 shares; 2025Q3: 84,512 shares; 2025Q4: 82,956 shares; 2026Q1: 87,368 shares; 2026Q2: 85,430 shares 85,430 $5.51M 2.78% -1,938 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,750 shares; 2024Q4: 10,716 shares; 2025Q1: 10,993 shares; 2025Q2: 11,080 shares; 2025Q3: 11,240 shares; 2025Q4: 11,235 shares; 2026Q1: 11,258 shares; 2026Q2: 11,288 shares 11,288 $4.75M 2.4% +30 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,011 shares; 2024Q4: 12,194 shares; 2025Q1: 12,035 shares; 2025Q2: 12,067 shares; 2025Q3: 12,128 shares; 2025Q4: 11,990 shares; 2026Q1: 12,190 shares; 2026Q2: 12,227 shares 12,227 $4.56M 2.3% +37 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,936 shares; 2024Q4: 2,939 shares; 2025Q1: 2,942 shares; 2025Q2: 2,947 shares; 2025Q3: 2,950 shares; 2025Q4: 3,241 shares; 2026Q1: 3,277 shares; 2026Q2: 3,103 shares 3,103 $3.58M 1.81% -174 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,833 shares; 2024Q4: 9,833 shares; 2025Q1: 9,833 shares; 2025Q2: 9,833 shares; 2025Q3: 9,833 shares; 2025Q4: 9,833 shares; 2026Q1: 10,434 shares; 2026Q2: 10,435 shares 10,435 $2.67M 1.34% +1 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,415 shares; 2024Q4: 34,479 shares; 2025Q1: 34,761 shares; 2025Q2: 36,469 shares; 2025Q3: 38,617 shares; 2025Q4: 38,403 shares; 2026Q1: 40,186 shares; 2026Q2: 41,179 shares 41,179 $2.52M 1.27% +993 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,619 shares; 2024Q4: 22,779 shares; 2025Q1: 22,770 shares; 2025Q2: 22,729 shares; 2025Q3: 22,742 shares; 2025Q4: 22,756 shares; 2026Q1: 22,727 shares; 2026Q2: 22,739 shares 22,739 $2.32M 1.17% +12 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,335 shares; 2024Q4: 8,502 shares; 2025Q1: 8,437 shares; 2025Q2: 8,455 shares; 2025Q3: 8,860 shares; 2025Q4: 9,141 shares; 2026Q1: 8,871 shares; 2026Q2: 9,249 shares 9,249 $2.2M 1.11% +378 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,690 shares; 2025Q2: 18,834 shares; 2025Q3: 15,227 shares; 2025Q4: 15,556 shares; 2026Q1: 16,667 shares; 2026Q2: 21,815 shares 21,815 $2.2M 1.11% +5,148 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,932 shares; 2024Q4: 16,020 shares; 2025Q1: 15,804 shares; 2025Q2: 15,944 shares; 2025Q3: 15,970 shares; 2025Q4: 15,769 shares; 2026Q1: 14,629 shares; 2026Q2: 14,249 shares 14,249 $1.95M 0.98% -380 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,235 shares; 2024Q4: 130,235 shares; 2025Q1: 129,235 shares; 2025Q2: 128,235 shares; 2025Q3: 119,235 shares; 2025Q4: 117,235 shares; 2026Q1: 111,485 shares; 2026Q2: 107,825 shares 107,825 $1.93M 0.97% -3,660 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,507 shares; 2024Q4: 1,662 shares; 2025Q1: 1,699 shares; 2025Q2: 2,132 shares; 2025Q3: 2,379 shares; 2025Q4: 2,412 shares; 2026Q1: 2,539 shares; 2026Q2: 2,720 shares 2,720 $1.87M 0.94% +181 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,322 shares; 2024Q4: 43,824 shares; 2025Q1: 42,626 shares; 2025Q2: 42,628 shares; 2025Q3: 42,630 shares; 2025Q4: 42,632 shares; 2026Q1: 42,734 shares; 2026Q2: 41,436 shares 41,436 $1.8M 0.91% -1,298 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 17,660 shares; 2025Q1: 23,280 shares; 2025Q2: 23,280 shares; 2025Q3: 23,280 shares; 2025Q4: 23,280 shares; 2026Q1: 23,280 shares; 2026Q2: 39,942 shares 39,942 $1.79M 0.9% +16,662 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,822 shares; 2024Q4: 10,872 shares; 2025Q1: 10,823 shares; 2025Q2: 11,081 shares; 2025Q3: 11,109 shares; 2025Q4: 10,940 shares; 2026Q1: 10,880 shares; 2026Q2: 10,757 shares 10,757 $1.78M 0.9% -123 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,392 shares; 2024Q4: 18,607 shares; 2025Q1: 18,465 shares; 2025Q2: 18,638 shares; 2025Q3: 20,400 shares; 2025Q4: 20,421 shares; 2026Q1: 21,765 shares; 2026Q2: 22,712 shares 22,712 $1.76M 0.89% +947 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,581 shares; 2025Q1: 3,862 shares; 2025Q2: 3,876 shares; 2025Q3: 3,885 shares; 2025Q4: 3,992 shares; 2026Q1: 3,997 shares; 2026Q2: 4,001 shares 4,001 $1.73M 0.87% +4 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,132 shares; 2024Q4: 11,174 shares; 2025Q1: 11,187 shares; 2025Q2: 11,150 shares; 2025Q3: 11,135 shares; 2025Q4: 11,050 shares; 2026Q1: 10,944 shares; 2026Q2: 10,917 shares 10,917 $1.6M 0.81% -27 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,548 shares; 2024Q4: 38,073 shares; 2025Q1: 37,933 shares; 2025Q2: 37,933 shares; 2025Q3: 36,408 shares; 2025Q4: 35,508 shares; 2026Q1: 35,233 shares; 2026Q2: 33,133 shares 33,133 $1.6M 0.81% -2,100 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,621 shares; 2024Q4: 20,021 shares; 2025Q1: 19,900 shares; 2025Q2: 19,900 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares; 2026Q1: 19,500 shares; 2026Q2: 19,500 shares 19,500 $1.58M 0.8% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,388 shares; 2024Q4: 24,652 shares; 2025Q1: 24,700 shares; 2025Q2: 24,846 shares; 2025Q3: 24,344 shares; 2025Q4: 23,804 shares; 2026Q1: 23,878 shares; 2026Q2: 24,572 shares 24,572 $1.57M 0.79% +694 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,244 shares; 2024Q4: 40,695 shares; 2025Q1: 40,339 shares; 2025Q2: 41,282 shares; 2025Q3: 43,339 shares; 2025Q4: 43,077 shares; 2026Q1: 43,444 shares; 2026Q2: 45,577 shares 45,577 $1.51M 0.76% +2,133 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,055 shares; 2024Q4: 4,056 shares; 2025Q1: 4,058 shares; 2025Q2: 4,060 shares; 2025Q3: 4,048 shares; 2025Q4: 3,974 shares; 2026Q1: 3,967 shares; 2026Q2: 3,969 shares 3,969 $1.48M 0.75% +2 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 1,997 shares; 2025Q1: 2,003 shares; 2025Q2: 2,008 shares; 2025Q3: 2,013 shares; 2025Q4: 2,017 shares; 2026Q1: 2,020 shares; 2026Q2: 2,022 shares 2,022 $1.46M 0.74% +2 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,390 shares; 2024Q4: 83,390 shares; 2025Q1: 82,200 shares; 2025Q2: 82,211 shares; 2025Q3: 78,721 shares; 2025Q4: 76,562 shares; 2026Q1: 76,562 shares; 2026Q2: 75,712 shares 75,712 $1.46M 0.74% -850 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,787 shares; 2024Q4: 7,472 shares; 2025Q1: 7,498 shares; 2025Q2: 7,519 shares; 2025Q3: 7,536 shares; 2025Q4: 7,458 shares; 2026Q1: 7,478 shares; 2026Q2: 7,500 shares 7,500 $1.36M 0.68% +22 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,041 shares; 2024Q4: 21,158 shares; 2025Q1: 20,851 shares; 2025Q2: 20,083 shares; 2025Q3: 21,061 shares; 2025Q4: 20,564 shares; 2026Q1: 21,842 shares; 2026Q2: 22,875 shares 22,875 $1.28M 0.65% +1,033 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,743 shares; 2024Q4: 25,779 shares; 2025Q1: 25,917 shares; 2025Q2: 25,959 shares; 2025Q3: 26,000 shares; 2025Q4: 26,037 shares; 2026Q1: 26,074 shares; 2026Q2: 26,105 shares 26,105 $1.24M 0.63% +31 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 998 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,049 shares; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares 1,045 $1.23M 0.62% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,524 shares; 2024Q4: 3,527 shares; 2025Q1: 4,089 shares; 2025Q2: 4,722 shares; 2025Q3: 5,033 shares; 2025Q4: 4,733 shares; 2026Q1: 4,984 shares; 2026Q2: 4,954 shares 4,954 $1.18M 0.6% -30 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,177 shares; 2024Q4: 3,208 shares; 2025Q1: 3,210 shares; 2025Q2: 3,212 shares; 2025Q3: 3,243 shares; 2025Q4: 3,205 shares; 2026Q1: 3,228 shares; 2026Q2: 3,133 shares 3,133 $1.11M 0.56% -95 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,625 shares; 2024Q4: 3,007 shares; 2025Q1: 2,845 shares; 2025Q2: 2,956 shares; 2025Q3: 2,970 shares; 2025Q4: 3,037 shares; 2026Q1: 3,038 shares; 2026Q2: 3,070 shares 3,070 $1.1M 0.55% +32 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,924 shares; 2024Q4: 2,931 shares; 2025Q1: 2,956 shares; 2025Q2: 2,963 shares; 2025Q3: 2,968 shares; 2025Q4: 2,974 shares; 2026Q1: 2,998 shares; 2026Q2: 2,849 shares 2,849 $1.08M 0.54% -149 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,153 shares; 2025Q4: 14,103 shares; 2026Q1: 17,403 shares; 2026Q2: 20,903 shares 20,903 $1.02M 0.52% +3,500 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,293 shares; 2024Q4: 7,331 shares; 2025Q1: 7,394 shares; 2025Q2: 7,444 shares; 2025Q3: 7,489 shares; 2025Q4: 7,657 shares; 2026Q1: 8,054 shares; 2026Q2: 8,130 shares 8,130 $957K 0.48% +76 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,100 shares; 2024Q4: 8,099 shares; 2025Q1: 8,135 shares; 2025Q2: 8,165 shares; 2025Q3: 8,199 shares; 2025Q4: 8,092 shares; 2026Q1: 8,108 shares; 2026Q2: 8,099 shares 8,099 $951K 0.48% -9 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,663 shares; 2024Q4: 13,172 shares; 2025Q1: 13,281 shares; 2025Q2: 12,677 shares; 2025Q3: 12,777 shares; 2025Q4: 12,769 shares; 2026Q1: 12,878 shares; 2026Q2: 12,965 shares 12,965 $933K 0.47% +87 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,077 shares; 2024Q4: 47,018 shares; 2025Q1: 47,116 shares; 2025Q2: 47,045 shares; 2025Q3: 47,092 shares; 2025Q4: 47,110 shares; 2026Q1: 45,715 shares; 2026Q2: 44,934 shares 44,934 $930K 0.47% -781 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,218 shares; 2024Q4: 2,243 shares; 2025Q1: 2,217 shares; 2025Q2: 2,237 shares; 2025Q3: 1,787 shares; 2025Q4: 1,816 shares; 2026Q1: 1,819 shares; 2026Q2: 1,816 shares 1,816 $925K 0.47% -3 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 856 shares; 2024Q4: 989 shares; 2025Q1: 1,066 shares; 2025Q2: 1,167 shares; 2025Q3: 1,262 shares; 2025Q4: 1,242 shares; 2026Q1: 1,220 shares; 2026Q2: 1,220 shares 1,220 $911K 0.46% 0 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,877 shares; 2024Q4: 22,917 shares; 2025Q1: 22,405 shares; 2025Q2: 20,565 shares; 2025Q3: 22,127 shares; 2025Q4: 22,315 shares; 2026Q1: 23,812 shares; 2026Q2: 25,000 shares 25,000 $882K 0.45% +1,188 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 868 shares; 2025Q1: 872 shares; 2025Q2: 875 shares; 2025Q3: 839 shares; 2025Q4: 843 shares; 2026Q1: 852 shares; 2026Q2: 851 shares 851 $861K 0.43% -1 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,933 shares; 2024Q4: 19,840 shares; 2025Q1: 19,847 shares; 2025Q2: 18,825 shares; 2025Q3: 18,104 shares; 2025Q4: 16,354 shares; 2026Q1: 16,354 shares; 2026Q2: 14,635 shares 14,635 $838K 0.42% -1,719 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 338 shares; 2025Q3: 339 shares; 2025Q4: 340 shares; 2026Q1: 272 shares; 2026Q2: 2,722 shares 2,722 $821K 0.41% +2,450 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,416 shares; 2024Q4: 5,420 shares; 2025Q1: 5,424 shares; 2025Q2: 5,441 shares; 2025Q3: 5,488 shares; 2025Q4: 5,574 shares; 2026Q1: 5,589 shares; 2026Q2: 5,578 shares 5,578 $818K 0.41% -11 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,453 shares; 2025Q1: 2,463 shares; 2025Q2: 2,477 shares; 2025Q3: 2,472 shares; 2025Q4: 2,448 shares; 2026Q1: 2,470 shares; 2026Q2: 2,481 shares 2,481 $812K 0.41% +11 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683 shares; 2024Q4: 693 shares; 2025Q1: 664 shares; 2025Q2: 665 shares; 2025Q3: 657 shares; 2025Q4: 658 shares; 2026Q1: 670 shares; 2026Q2: 671 shares 671 $805K 0.41% +1 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,003 shares; 2024Q4: 3,020 shares; 2025Q1: 3,076 shares; 2025Q2: 3,154 shares; 2025Q3: 3,171 shares; 2025Q4: 3,086 shares; 2026Q1: 3,131 shares; 2026Q2: 3,132 shares 3,132 $795K 0.4% +1 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares; 2026Q2: 1,340 shares 1,340 $778K 0.39% -20 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,147 shares; 2024Q4: 18,647 shares; 2025Q1: 18,647 shares; 2025Q2: 18,647 shares; 2025Q3: 18,947 shares; 2025Q4: 18,947 shares; 2026Q1: 18,947 shares; 2026Q2: 18,947 shares 18,947 $770K 0.39% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,684 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,333 shares; 2026Q2: 5,333 shares 5,333 $745K 0.38% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,969 shares; 2024Q4: 18,621 shares; 2025Q1: 18,915 shares; 2025Q2: 19,028 shares; 2025Q3: 19,352 shares; 2025Q4: 19,678 shares; 2026Q1: 19,974 shares; 2026Q2: 20,256 shares 20,256 $745K 0.38% +282 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $695K 0.35% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,177 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,360 shares; 2026Q1: 1,344 shares; 2026Q2: 8,064 shares 8,064 $695K 0.35% +6,720 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,373 shares; 2024Q4: 6,434 shares; 2025Q1: 6,154 shares; 2025Q2: 6,115 shares; 2025Q3: 6,753 shares; 2025Q4: 6,834 shares; 2026Q1: 6,568 shares; 2026Q2: 6,698 shares 6,698 $656K 0.33% +130 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,938 shares; 2024Q4: 5,076 shares; 2025Q1: 4,778 shares; 2025Q2: 4,814 shares; 2025Q3: 4,850 shares; 2025Q4: 4,888 shares; 2026Q1: 4,973 shares; 2026Q2: 5,009 shares 5,009 $634K 0.32% +36 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: 2,354 shares; 2025Q1: 2,373 shares; 2025Q2: 2,394 shares; 2025Q3: 2,412 shares; 2025Q4: 2,429 shares; 2026Q1: 2,464 shares; 2026Q2: 2,483 shares 2,483 $625K 0.32% +19 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 306 shares 306 $606K 0.31% -104 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,411 shares; 2024Q4: 4,413 shares; 2025Q1: 4,474 shares; 2025Q2: 4,497 shares; 2025Q3: 4,528 shares; 2025Q4: 4,547 shares; 2026Q1: 4,645 shares; 2026Q2: 4,666 shares 4,666 $589K 0.3% +21 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,916 shares; 2024Q4: 16,090 shares; 2025Q1: 16,575 shares; 2025Q2: 16,133 shares; 2025Q3: 17,384 shares; 2025Q4: 17,462 shares; 2026Q1: 18,544 shares; 2026Q2: 19,574 shares 19,574 $587K 0.3% +1,030 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,315 shares; 2026Q2: 1,319 shares 1,319 $569K 0.29% +4 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,396 shares; 2024Q4: 6,489 shares; 2025Q1: 6,398 shares; 2025Q2: 6,164 shares; 2025Q3: 6,517 shares; 2025Q4: 6,191 shares; 2026Q1: 6,581 shares; 2026Q2: 6,913 shares 6,913 $561K 0.28% +332 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,396 shares; 2024Q4: 11,666 shares; 2025Q1: 11,712 shares; 2025Q2: 11,764 shares; 2025Q3: 11,716 shares; 2025Q4: 11,273 shares; 2026Q1: 10,807 shares; 2026Q2: 10,672 shares 10,672 $553K 0.28% -135 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,684 shares; 2024Q4: 9,844 shares; 2025Q1: 9,824 shares; 2025Q2: 9,720 shares; 2025Q3: 9,897 shares; 2025Q4: 9,619 shares; 2026Q1: 9,713 shares; 2026Q2: 9,538 shares 9,538 $543K 0.27% -175 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,020 shares; 2025Q4: 7,243 shares; 2026Q1: 7,928 shares; 2026Q2: 8,963 shares 8,963 $535K 0.27% +1,035 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,051 shares; 2025Q2: 2,341 shares; 2025Q3: 2,341 shares; 2025Q4: 2,342 shares; 2026Q1: 2,342 shares; 2026Q2: 2,253 shares 2,253 $533K 0.27% -89 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: 1,492 shares; 2025Q1: 1,495 shares; 2025Q2: 1,498 shares; 2025Q3: 1,502 shares; 2025Q4: 1,504 shares; 2026Q1: 1,567 shares; 2026Q2: 1,571 shares 1,571 $531K 0.27% +4 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares; 2026Q2: 6,282 shares 6,282 $519K 0.26% +5,235 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,137 shares; 2024Q4: 50,637 shares; 2025Q1: 46,637 shares; 2025Q2: 44,121 shares; 2025Q3: 39,121 shares; 2025Q4: 36,421 shares; 2026Q1: 36,421 shares; 2026Q2: 31,621 shares 31,621 $511K 0.26% -4,800 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,334 shares; 2024Q4: 1,361 shares; 2025Q1: 1,421 shares; 2025Q2: 1,432 shares; 2025Q3: 1,426 shares; 2025Q4: 1,376 shares; 2026Q1: 1,401 shares; 2026Q2: 1,411 shares 1,411 $511K 0.26% +10 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,943 shares; 2024Q4: 7,987 shares; 2025Q1: 8,059 shares; 2025Q2: 8,189 shares; 2025Q3: 8,288 shares; 2025Q4: 8,419 shares; 2026Q1: 8,522 shares; 2026Q2: 8,616 shares 8,616 $496K 0.25% +94 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 466 shares; 2026Q2: 466 shares 466 $496K 0.25% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537 shares; 2024Q4: 527 shares; 2025Q1: 528 shares; 2025Q2: 538 shares; 2025Q3: 599 shares; 2025Q4: 529 shares; 2026Q1: 538 shares; 2026Q2: 510 shares 510 $477K 0.24% -28 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,609 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 5,658 shares; 2025Q3: 5,675 shares; 2025Q4: 5,710 shares; 2026Q1: 5,710 shares; 2026Q2: 5,727 shares 5,727 $465K 0.23% +17 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,767 shares; 2024Q4: 6,045 shares; 2025Q1: 6,133 shares; 2025Q2: 7,120 shares; 2025Q3: 7,205 shares; 2025Q4: 7,292 shares; 2026Q1: 7,374 shares; 2026Q2: 7,457 shares 7,457 $462K 0.23% +83 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,626 shares; 2024Q4: 4,126 shares; 2025Q1: 4,326 shares; 2025Q2: 4,493 shares; 2025Q3: 4,596 shares; 2025Q4: 4,746 shares; 2026Q1: 4,746 shares; 2026Q2: 4,866 shares 4,866 $462K 0.23% +120 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,090 shares; 2024Q4: 41,260 shares; 2025Q1: 41,260 shares; 2025Q2: 40,170 shares; 2025Q3: 38,670 shares; 2025Q4: 36,420 shares; 2026Q1: 36,420 shares; 2026Q2: 33,470 shares 33,470 $459K 0.23% -2,950 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,093 shares; 2024Q4: 2,093 shares; 2025Q1: 2,093 shares; 2025Q2: 2,093 shares; 2025Q3: 2,093 shares; 2025Q4: 2,093 shares; 2026Q1: 2,093 shares; 2026Q2: 2,093 shares 2,093 $459K 0.23% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,532 shares; 2024Q4: 2,547 shares; 2025Q1: 2,562 shares; 2025Q2: 2,577 shares; 2025Q3: 2,590 shares; 2025Q4: 2,605 shares; 2026Q1: 2,620 shares; 2026Q2: 2,635 shares 2,635 $454K 0.23% +15 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,188 shares; 2024Q4: 2,189 shares; 2025Q1: 2,190 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares; 2025Q4: 2,282 shares; 2026Q1: 2,440 shares; 2026Q2: 2,450 shares 2,450 $453K 0.23% +10 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,596 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,598 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,561 shares; 2026Q2: 1,562 shares 1,562 $452K 0.23% +1 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,214 shares; 2024Q4: 6,214 shares; 2025Q1: 6,214 shares; 2025Q2: 6,214 shares; 2025Q3: 6,214 shares; 2025Q4: 6,214 shares; 2026Q1: 5,214 shares; 2026Q2: 5,214 shares 5,214 $452K 0.23% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,922 shares; 2024Q4: 5,811 shares; 2025Q1: 6,078 shares; 2025Q2: 6,077 shares; 2025Q3: 6,142 shares; 2025Q4: 6,412 shares; 2026Q1: 6,480 shares; 2026Q2: 6,541 shares 6,541 $447K 0.23% +61 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,499 shares; 2024Q4: 4,624 shares; 2025Q1: 4,652 shares; 2025Q2: 4,815 shares; 2025Q3: 4,745 shares; 2025Q4: 4,903 shares; 2026Q1: 5,010 shares; 2026Q2: 5,068 shares 5,068 $445K 0.22% +58 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,114 shares; 2025Q3: 2,118 shares; 2025Q4: 2,123 shares; 2026Q1: 2,128 shares; 2026Q2: 2,134 shares 2,134 $428K 0.22% +6 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares 1,138 $421K 0.21% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 632 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 814 shares; 2026Q2: 834 shares 834 $417K 0.21% +20 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,305 shares; 2024Q4: 5,352 shares; 2025Q1: 5,397 shares; 2025Q2: 5,439 shares; 2025Q3: 5,482 shares; 2025Q4: 5,528 shares; 2026Q1: 5,567 shares; 2026Q2: 5,606 shares 5,606 $417K 0.21% +39 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,144 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $413K 0.21% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,220 shares; 2024Q4: 4,417 shares; 2025Q1: 4,486 shares; 2025Q2: 4,528 shares; 2025Q3: 4,547 shares; 2025Q4: 4,174 shares; 2026Q1: 4,029 shares; 2026Q2: 3,952 shares 3,952 $411K 0.21% -77 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,938 shares; 2024Q4: 4,960 shares; 2025Q1: 4,983 shares; 2025Q2: 5,006 shares; 2025Q3: 5,031 shares; 2025Q4: 4,894 shares; 2026Q1: 4,918 shares; 2026Q2: 4,944 shares 4,944 $409K 0.21% +26 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,361 shares; 2024Q4: 4,398 shares; 2025Q1: 4,433 shares; 2025Q2: 4,468 shares; 2025Q3: 4,500 shares; 2025Q4: 4,534 shares; 2026Q1: 4,598 shares; 2026Q2: 4,576 shares 4,576 $395K 0.2% -22 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,713 shares; 2024Q4: 38,213 shares; 2025Q1: 38,213 shares; 2025Q2: 35,538 shares; 2025Q3: 32,958 shares; 2025Q4: 31,208 shares; 2026Q1: 31,208 shares; 2026Q2: 27,348 shares 27,348 $395K 0.2% -3,860 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,542 shares; 2024Q4: 2,659 shares; 2025Q1: 2,679 shares; 2025Q2: 2,662 shares; 2025Q3: 2,641 shares; 2025Q4: 2,448 shares; 2026Q1: 2,323 shares; 2026Q2: 2,336 shares 2,336 $395K 0.2% +13 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $382K 0.19% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,610 shares; 2024Q4: 5,646 shares; 2025Q1: 5,220 shares; 2025Q2: 5,268 shares; 2025Q3: 5,323 shares; 2025Q4: 5,482 shares; 2026Q1: 4,334 shares; 2026Q2: 4,382 shares 4,382 $381K 0.19% +48 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,617 shares; 2024Q4: 2,735 shares; 2025Q1: 2,789 shares; 2025Q2: 2,909 shares; 2025Q3: 2,835 shares; 2025Q4: 2,859 shares; 2026Q1: 2,944 shares; 2026Q2: 2,964 shares 2,964 $381K 0.19% +20 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,882 shares; 2024Q4: 1,892 shares; 2025Q1: 1,901 shares; 2025Q2: 1,910 shares; 2025Q3: 1,918 shares; 2025Q4: 1,925 shares; 2026Q1: 1,957 shares; 2026Q2: 1,973 shares 1,973 $374K 0.19% +16 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,077 shares; 2024Q4: 8,731 shares; 2025Q1: 8,638 shares; 2025Q2: 8,644 shares; 2025Q3: 9,305 shares; 2025Q4: 9,126 shares; 2026Q1: 9,205 shares; 2026Q2: 9,601 shares 9,601 $371K 0.19% +396 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,124 shares; 2026Q1: 3,324 shares; 2026Q2: 4,074 shares 4,074 $366K 0.18% +750 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,085 shares; 2024Q4: 11,598 shares; 2025Q1: 12,862 shares; 2025Q2: 14,402 shares; 2025Q3: 13,815 shares; 2025Q4: 14,338 shares; 2026Q1: 14,291 shares; 2026Q2: 14,882 shares 14,882 $358K 0.18% +591 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,173 shares; 2024Q4: 1,175 shares; 2025Q1: 1,176 shares; 2025Q2: 1,178 shares; 2025Q3: 1,180 shares; 2025Q4: 1,181 shares; 2026Q1: 1,238 shares; 2026Q2: 1,245 shares 1,245 $350K 0.18% +7 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,225 shares; 2024Q4: 27,225 shares; 2025Q1: 27,225 shares; 2025Q2: 27,225 shares; 2025Q3: 27,225 shares; 2025Q4: 27,225 shares; 2026Q1: 27,225 shares; 2026Q2: 27,225 shares 27,225 $348K 0.18% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,435 shares; 2024Q4: 5,435 shares; 2025Q1: 5,435 shares; 2025Q2: 5,435 shares; 2025Q3: 5,435 shares; 2025Q4: 8,152 shares; 2026Q1: 8,152 shares; 2026Q2: 8,152 shares 8,152 $347K 0.18% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,330 shares; 2025Q4: 2,340 shares; 2026Q1: 2,449 shares; 2026Q2: 2,472 shares 2,472 $346K 0.17% +23 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,848 shares; 2024Q4: 3,871 shares; 2025Q1: 2,599 shares; 2025Q2: 2,625 shares; 2025Q3: 2,645 shares; 2025Q4: 2,665 shares; 2026Q1: 2,691 shares; 2026Q2: 2,714 shares 2,714 $343K 0.17% +23 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $338K 0.17% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 504 shares; 2026Q2: 591 shares 591 $333K 0.17% +87 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,393 shares; 2025Q1: 1,094 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,052 shares; 2026Q1: 1,052 shares; 2026Q2: 1,056 shares 1,056 $331K 0.17% +4 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,093 shares; 2026Q2: 1,107 shares 1,107 $330K 0.17% +14 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,384 shares; 2024Q4: 8,510 shares; 2025Q1: 8,445 shares; 2025Q2: 8,051 shares; 2025Q3: 8,393 shares; 2025Q4: 8,051 shares; 2026Q1: 8,528 shares; 2026Q2: 8,969 shares 8,969 $328K 0.17% +441 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,573 shares; 2024Q4: 5,588 shares; 2025Q1: 5,603 shares; 2025Q2: 5,510 shares; 2025Q3: 5,475 shares; 2025Q4: 5,490 shares; 2026Q1: 5,308 shares; 2026Q2: 5,285 shares 5,285 $319K 0.16% -23 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319 shares; 2024Q4: 320 shares; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 322 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 324 shares 324 $317K 0.16% +1 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,378 shares; 2024Q4: 13,598 shares; 2025Q1: 13,805 shares; 2025Q2: 13,583 shares; 2025Q3: 13,635 shares; 2025Q4: 9,445 shares; 2026Q1: 7,413 shares; 2026Q2: 7,336 shares 7,336 $311K 0.16% -77 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares; 2026Q2: 1,139 shares 1,139 $297K 0.15% +4 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,070 shares; 2025Q1: 1,071 shares; 2025Q2: 1,062 shares; 2025Q3: 1,064 shares; 2025Q4: 1,046 shares; 2026Q1: 1,047 shares; 2026Q2: 1,036 shares 1,036 $280K 0.14% -11 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576 shares 576 $275K 0.14% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 812 shares; 2026Q1: 812 shares; 2026Q2: 812 shares 812 $268K 0.14% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,829 shares; 2025Q4: 1,829 shares; 2026Q1: 1,829 shares; 2026Q2: 1,829 shares 1,829 $267K 0.13% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529 shares; 2026Q1: not reported; 2026Q2: 531 shares 531 $263K 0.13% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,203 shares; 2024Q4: 15,597 shares; 2025Q1: 11,622 shares; 2025Q2: 13,723 shares; 2025Q3: 14,551 shares; 2025Q4: 16,805 shares; 2026Q1: 13,436 shares; 2026Q2: 13,659 shares 13,659 $261K 0.13% +223 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 652 shares; 2026Q2: 654 shares 654 $260K 0.13% +2 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,229 shares; 2026Q1: 1,233 shares; 2026Q2: 1,237 shares 1,237 $259K 0.13% +4 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,085 shares; 2026Q2: 3,085 shares 3,085 $257K 0.13% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,543 shares; 2025Q1: 7,624 shares; 2025Q2: 7,704 shares; 2025Q3: 7,788 shares; 2025Q4: 7,871 shares; 2026Q1: 7,943 shares; 2026Q2: 8,013 shares 8,013 $256K 0.13% +70 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,973 shares; 2026Q1: 4,033 shares; 2026Q2: 4,043 shares 4,043 $254K 0.13% +10 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 542 shares; 2025Q1: 543 shares; 2025Q2: 545 shares; 2025Q3: 547 shares; 2025Q4: 549 shares; 2026Q1: 551 shares; 2026Q2: 553 shares 553 $254K 0.13% +2 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,561 shares; 2025Q4: 3,593 shares; 2026Q1: 3,619 shares; 2026Q2: 3,645 shares 3,645 $252K 0.13% +26 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: not reported; 2025Q2: 1,279 shares; 2025Q3: 1,289 shares; 2025Q4: not reported; 2026Q1: 1,307 shares; 2026Q2: 1,316 shares 1,316 $236K 0.12% +9 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,537 shares; 2024Q4: 8,137 shares; 2025Q1: 8,263 shares; 2025Q2: 8,374 shares; 2025Q3: 8,483 shares; 2025Q4: 8,605 shares; 2026Q1: 8,744 shares; 2026Q2: 8,885 shares 8,885 $236K 0.12% +141 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 626 shares; 2025Q1: 654 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 551 shares 551 $229K 0.12% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,550 shares; 2024Q4: 21,574 shares; 2025Q1: 18,612 shares; 2025Q2: 15,903 shares; 2025Q3: 15,910 shares; 2025Q4: 15,917 shares; 2026Q1: 15,920 shares; 2026Q2: 15,923 shares 15,923 $221K 0.11% +3 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,732 shares; 2025Q2: not reported; 2025Q3: 2,774 shares; 2025Q4: not reported; 2026Q1: 2,814 shares; 2026Q2: 2,836 shares 2,836 $217K 0.11% +22 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,407 shares 2,407 $215K 0.11% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 339 shares 339 $215K 0.11% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,564 shares; 2024Q4: 2,574 shares; 2025Q1: 2,586 shares; 2025Q2: 2,600 shares; 2025Q3: 1,808 shares; 2025Q4: 1,816 shares; 2026Q1: 1,825 shares; 2026Q2: 1,834 shares 1,834 $215K 0.11% +9 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares 108 $215K 0.11% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,647 shares; 2024Q4: 11,194 shares; 2025Q1: 10,360 shares; 2025Q2: 10,278 shares; 2025Q3: not reported; 2025Q4: 9,003 shares; 2026Q1: 8,466 shares; 2026Q2: 7,980 shares 7,980 $213K 0.11% -486 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,166 shares 5,166 $210K 0.11% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: not reported; 2026Q2: 2,650 shares 2,650 $209K 0.11% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 810 shares 810 $207K 0.1% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $207K 0.1% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 2,097 shares; 2025Q1: 2,115 shares; 2025Q2: 2,199 shares; 2025Q3: 2,301 shares; 2025Q4: 1,989 shares; 2026Q1: 2,014 shares; 2026Q2: 1,527 shares 1,527 $207K 0.1% -487 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,760 shares; 2026Q2: 1,755 shares 1,755 $205K 0.1% -5 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,352 shares; 2024Q4: 16,352 shares; 2025Q1: 16,352 shares; 2025Q2: 16,352 shares; 2025Q3: 16,352 shares; 2025Q4: 16,352 shares; 2026Q1: 16,352 shares; 2026Q2: 16,352 shares 16,352 $180K 0.09% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,462 shares 12,462 $132K 0.07% new Timeline